How to Set up Tasks and To Do’s in Smartsheet

Smartsheet is project management software laid out in a familiar spreadsheet format. It’s a spreadsheet on steroids. Smartsheet lends itself perfectly to a tool where you can manage your daily tasks.

There are so many tools out there, that you can use to track tasks, but when you think about it, Smartsheet makes a lot of sense. Here’s the thing. If you want something that offers you the flexibility to create your experience, then Smartsheet is the way to go. You add the columns you need to describe the information you need to describe. Anything you have described in Smartsheet can then be used to filter your list. This gives you maximum flexibility, but it also means you have to set it up. Aside from the task itself, there are some other things you can easily set up to track, about a task in Smartsheet. The Client, for example, and the project, or project type. Then you can filter the list by client, or you can filter the list, for example by “Bookkeeping Engagements.” Then you can see all clients with tasks related to bookkeeping engagements.

I recommend starting with Smartsheet’s standard Task List, and then expanding on it from there. if you want to add client, and project, that is very easy to do. In fact you can set up drop downs for each, to ensure consistency. This is important when you want to filter the list later.

You can keep all of your projects in one sheet, that will serve as a master. This way you can report on what needs to be done for any and all projects in one place. In a future video I will show you how you can link tasks from the master to a more detailed list, for example, that is unique to that project. The short answer for now is that you can create a detailed task list that is to be shared with the client. Then you can link from the client specific sheet, to your master. In fact, you can even set it up so that when you mark an item complete in the client project, that will roll up to the master, which will automatically be updated.

Make sure you follow this video very clearly, because the next one is going to get a little complicated 🙂